See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,357 | $77,503-38.9% | $100,391-52.8% | $80,856-41.4% |
| Participation rate | 77.5% | 76.9%+0.6pp | 81.5%-4.0pp | 67.6%+9.9pp |
| Annual return | 13.02% | 37.20%-24.2pp | 49.20%-36.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,375 | $2,801-15.2% | $3,942-39.7% | $2,755-13.8% |
| Participant deferral / active EE | $2,526 | $6,820-63.0% | $8,082-68.7% | $4,296-41.2% |
| Admin fee / account holder | $1,754 | $5,897-70.3% | $7,899-77.8% | $6,918-74.6% |